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The Official Shopify Earnings Analysis

Feb 25, 2024

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13 min read

The Official Shopify Earnings Analysis

Shopify is #P&LGoals, and got fit last year. Plus, why we’re at the beginning of a new eCom paradigm.

Jeremy Horowitz
Jeremy Horowitz
$400B LVMH Dreams

Feb 18, 2024

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14 min read

$400B LVMH Dreams

Why I’m going all in on LBAB! this year and what we can learn from the #dreams of #goals LVMH $400B Lux-conomy

Jeremy Horowitz
Jeremy Horowitz
Passing on Solo Stove at $250m

Feb 11, 2024

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13 min read

Passing on Solo Stove at $250m

Solo’s the DTC implosion poster child, and turning it around would be too difficult. Plus, building Super Bowl Moments for your brand.

Jeremy Horowitz
Jeremy Horowitz
COTY from $11B -> $40B

Feb 4, 2024

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14 min read

COTY from $11B -> $40B

Coty has infinite growth potential, but they need to do more of what they do best. Plus, my $hit$how of a 1st Startup.

Jeremy Horowitz
Jeremy Horowitz
The Top 100 Shopify Plus App Fundraising Report

Jan 28, 2024

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11 min read

The Top 100 Shopify Plus App Fundraising Report

We got down and dirty, we crunched Crunchbase numbers, and we’re ready to share our Top 100 Shopify Plus Apps Fundraising Report.

Jeremy Horowitz
Jeremy Horowitz
Using AI to 4x Oddity -> $10B

Jan 21, 2024

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15 min read

Using AI to 4x Oddity -> $10B

Oddity's coming for Every. Single. Beauty. Brand. Watch out, ELF.

Jeremy Horowitz
Jeremy Horowitz
CastleFlexx from $5m -> $500m

Jan 14, 2024

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14 min read

CastleFlexx from $5m -> $500m

I’m giving away $2.5k worth of P&L Roasts. We get our first private biz to review.

Jeremy Horowitz
Jeremy Horowitz
Our Top 12 Plays of 2023

Jan 7, 2024

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8 min read

Our Top 12 Plays of 2023

Our 12 strategies that can turn bizs around, scale them, and turn DTC Darlings into cultural mainstays.

Jeremy Horowitz
Jeremy Horowitz
Our 2024 Predictions

Dec 31, 2023

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13 min read

Our 2024 Predictions

Looking back at 2023 and reviewing a crazy eCom year. Plus, my predictions for what’s coming in 2024.

Jeremy Horowitz
Jeremy Horowitz
Happy Holidays from LBAB!

Dec 24, 2023

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4 min read

Happy Holidays from LBAB!

New Year, New You New Sale. Don't pass up the opportunity to keep the season going. Plus, a little moment of pause to take in the last 12 months.

Jeremy Horowitz
Jeremy Horowitz
2x-ing Alpargatas’ Biz in 3 Steps

Dec 17, 2023

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11 min read

2x-ing Alpargatas’ Biz in 3 Steps

Rothy’s parent co. has major potential: here’s how we make it happen. Plus, flipping conventional financial wisdom on its head.

Jeremy Horowitz
Jeremy Horowitz
Stitch Fix’s Death Spiral

Dec 10, 2023

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12 min read

Stitch Fix’s Death Spiral

Stitch Fix can’t be saved? Its biz model is asset and limitation. Plus, why you need a Working with Me doc.

Jeremy Horowitz
Jeremy Horowitz
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Let's Buy a Biz!

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